Wills Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,134
| Closed | -$1.42M | – | 74 |
|
|
2021
Q4 | $1.42M | Buy |
12,134
+125
| +1% | +$14.6K | 0.56% | 41 |
|
|
2021
Q3 | $1.32M | Sell |
12,009
-710
| -6% | -$78.3K | 0.59% | 38 |
|
|
2021
Q2 | $1.42M | Sell |
12,719
-100
| -0.8% | -$11.2K | 0.62% | 38 |
|
|
2021
Q1 | $1.4M | Sell |
12,819
-115
| -0.9% | -$12.6K | 0.68% | 38 |
|
|
2020
Q4 | $1.38M | Buy |
12,934
+545
| +4% | +$58.3K | 0.69% | 38 |
|
|
2020
Q3 | $1.06M | Sell |
12,389
-348
| -3% | -$29.9K | 0.62% | 37 |
|
|
2020
Q2 | $937K | Buy |
12,737
+392
| +3% | +$28.8K | 0.58% | 39 |
|
|
2020
Q1 | $812K | Buy |
12,345
+262
| +2% | +$17.2K | 0.58% | 39 |
|
|
2019
Q4 | $1.06M | Buy |
+12,083
| New | +$1.06M | 0.61% | 43 |
|